If any member of the development team plans to continue to be involved with the school or the governing authority after opening, please describe the role. If no members intend on transitioning to the school or governing authority, please enter “N/A”.
Describe the governing authority structure (including how/when meetings are held, committees, terms, etc.), recruitment and future development plans. This section will be scored based on the applicant providing a clear plan with all of the requested information. Note: plan should include that all members will work or reside within 50 miles of the school.
Please provide the following:
- • Provide a higher-level description of the management company’s role with managed school(s), and
- • Describe the management organization’s responsibility to the governing authority.
- • Upload a copy of the management agreement as a PDF document titled Attachment 3. If a management agreement has not been finalized, provide a copy of the management agreement template as a PDF document titled Attachment 3.
To receive a “Meets” on this section, a final or template management agreement must be submitted AND a detailed description of the management organization’s roles and responsibilities.
Please provide the following:
In the box below, please provide:
- • A formal statement of business goals, reasons they are attainable and plans for reaching them which contains information on the academic, financial and operational position of your organization over multiple years.
- • Include how many schools the organization plans to open over the next five (5) years.
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To receive a “Meets” the plan provided must contain all of the required elements and demonstrate the organization’s capacity to achieve the stated goals.
As part of the application, the most recent audits for schools currently operated by the replicator will be collected and reviewed. If the Auditor of State has identified findings for recovery, please provide details below describing how these findings have been resolved. If there have not been any findings for recovery, please note that in the text box. If any unresolved findings exist, a score of Meets cannot be received.
For any school not currently sponsored by St. Aloysius, upload the last three (3) months of board approved financials and supporting board meeting minutes showing approval for all schools currently operated by the replicator as PDF documents titled
Attachment 5. If necessary, provide a brief explanation below of the information contained in the current financials. A score of Meets will not be received if all requested information is not provided.
Please note: CSS will collect this information for any school currently sponsored by St. Aloysius and it will be reviewed and scored along with the information uploaded.
If YES, please list the entity involved, the management company’s relationship to the entity and a brief description of the situation.
Provide a list of each school ever affiliated with the management organization that includes the following:
- • Names of schools,
- • If the school is operating or closed. If closed, the reason for closure,
- • Dates of management organization’s affiliation with the school,
- • Grade levels served,
- • Number of students served by year,
- • For Traditional Schools, the Overall Grade, Progress grade and Performance Index Score for the years affiliated,
- • For DOPR Schools, the Overall Grade, High School Test Passage Rate, Progress grade, Gap Closing and Graduation Rates, AND
- • A summary for each school describing challenges encountered and/or successes achieved in the schools’ academic performance.
- Upload as a PDF document titled Attachment 6. To receive a “Meets” all of the required information must be provided and evidence a record of academic success in affiliated schools.
Provide data evidencing the management organization’s financial and business experience related to starting and operating schools. This information should include:
- • Debt carried by affiliated schools
- • The number of affiliated schools that owe money to the management organization and how much is owed.
- • This information should be provided for each school listed in the Record of Success in Academics section.
- Note: You may provide the information in the text box and/or upload a file. All of the requested information must be included. If uploading a file, it must be a PDF titled Record of Success Financial/Business. If ONLY uploading a file, please enter “See Attachment” in the text box. To receive a “Meets Expectations” there must be clear evidence that shows the management organization has a record of success in the financial and business aspects of starting and operating community schools.
Describe and provide data evidencing the management organization’s experience and success with underserved student populations.
You may provide the information in the text box and/or upload a file. If uploading a file it must be a PDF titled Record of Success in Underserved Student Populations. If ONLY uploading a file, please enter “See Attachment” in the text box. To receive a “Meets”, there must be strong evidence showing experience with underserved student populations.
Please provide the following:
- • Discuss the school’s current recruitment and marketing plans.
- • Discuss plans to maintain student enrollment at the lowest grade level and attrition at all grade levels.
- • Future marketing strategies.
- • Upload copies of promotional or recruitment materials including; media plans, marketing plans, open house schedules, etc. as a PDF document titled Attachment 9.
- To receive a “Meets Expectations” the evidence provided must reflect a realistic and attainable plan to recruit students and maintain enrollment. This should align with the enrollment projections listed below.
Upload the the management organization’s most recent annual income statement and balance sheet as a PDF document titled Attachment 10. Describe below, in detail, the plan to support the new school(s) while continuing to support currently operated schools.
Using ODE’s Community School Annual Budget template (found on ODE’s website at https://education.ohio.gov/Topics/Community-Schools), provide the school’s first-year budget with monthly detail showing expected cash flow, assets and liabilities as a PDF document titled
Attachment 11. The information in the budget should align with the enrollment projections listed above.
If the budgets for each location will vary significantly, provide a budget for each location.
To receive a “Meets Expectations” the budget must be complete and realistically reflect the enrollment, revenue and expenditures of the school.
Please provide the following:
If applicable, upload signed letters of commitment for contributions of funds or in-kind services as a PDF document titled Attachment 13. If necessary, provide a brief explanation of the contributions below.
Describe the governing authority’s plan to maintain the school’s short and long term financial stability and viability, including potential reductions in expenditures relative to fluctuating enrollment. Note: You may provide the information in the text box and/or upload a file. All of the requested information must be included. If uploading a file, it must be a PDF titled Financial Stability. If ONLY uploading a file, please enter “See Attachment” in the text box.
As part of the application, the compliance site visit reports from the previous school year will be collected and reviewed for all schools managed by the replicator. CSS staff will collect compliance site visit reports for schools currently sponsored by St. Aloysius.
- • Upload copies of all reports of site visits conducted by another sponsor from the previous school year as PDF documents titled Attachment 14. If any items are non-compliant, provide a brief explanation below of the reason for non-compliance and explain steps taken to achieve compliance.
Please provide a description of the school’s plan to address support services necessary for the school. The description/plan should, at a minimum, include transportation, food service, EMIS, and any contract services not previously addressed in this application.
If a facility has NOT been secured for a specific proposed location, provide the following information:
- • Describe the efforts to secure a school facility and prepare it for use by the intended opening date of the school.
- • Provide, in detail, the parties responsible for securing the facility and their experience in locating potential school properties.
- • Upload a list of potential properties as a PDF titled Potential Properties including the address, cost, square footage, number and size of classrooms, common areas, recreational space and renovation budget.
- If a facility for each proposed location HAS BEEN secured, enter NA in the text box.
- To receive a “Meets” all information requested must be provided. The information should align with the needs of the school as described in this application.
If a facility has been secured for a specific proposed location, please provide the following information:
- • Address of facility,
- •Site plan including square footage, number and size of classrooms, common areas, recreational space.
- • Any other occupants/uses of the facility,
- • How the facility meets the needs of the targeted students.
- If a facility has not been secured for any of the proposed locations, enter NA in the text box.
- To receive a “Meets Expectations, all of the information must be provided. The information provided should align with the needs of the school as described in this application.
State the real or anticipated cost and terms of the purchase agreement or lease. Include the percentage of budget that the cost of lease/purchase will make up. Upload a copy of the Purchase Agreement or Lease as a PDF document titled
Attachment 16. If it is not available, provide the proposed template.
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- If the property will be leased by the school from the management organization, upload a letter from an independent real estate professional confirming at the time the lease was agreed to, the lease was commercially reasonable, pursuant to ORC 3314.032(B)(1).
- The cost of purchase/lease must be reflected in the budget provided.
- To receive a “Meets Expectations” all of the information requested above must be provided.
For each location, state the entities or individuals who will own the property. State the entities or individuals that will be leasing the property. Identify any conflicts of interest such as facility owner/lessee being a member of the development team or governing authority.
